SharePoint
SharePoint
Embedded Files
SharePoint is the tool we use for our file storage.
How to request access to a SharePoint group for client files
How to request access to a SharePoint group for client files
2. In the left-hand menu, scroll down to the end of the 'Groups' section and select 'More'
3. Select 'Discover'
4. Select 'All groups'
5. In the search field, type in the name of the client group you require and press 'Enter' to search
6. Select the client from the search results shown
7. Select 'Request to join'
8. Select 'Send' to send your request to join the group to the group owners (Office Administrator and Managing Director)
IMPORTANT: If your request is urgent and access is not provided fast enough, please see the Office Administrator (Managing Director if the Office Administrator is absent) in person to request access to join the group.
Naming documents
Naming documents
Naming of all documents must be appropriate, and saved to the correct clients folders in the SharePoint.
To name and save your file:
Click File at the top left corner of the application
From the drop down, select Save As
Name the file accordingly
Ensure the format is correct ie .doc, .csv etc
Ensure the correct folder is selected on where to save the file
Click Save
If you are having issues however, there is an alternative way of saving to the SharePoint folders
Follow steps 1-4 above
Click the Desktop as the preferred place to save the file
Click Save
Open the SharePoint folder where you want the file to go
Go to your desktop, and drag and drop the file into the SharePoint folder
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